Reports
Generate and download financial reports
📊
Quarterly Summary
P&L, cash flow, trends
📅
Monthly Statement
Transaction details
🔒
Compliance Report
Audit-ready documentation
📋
Accountant Summary
Ready for your accountant
✨
One-Click Export
Click PDF or Excel on any report type above to instantly download. Reports include all transactions, category breakdown, and summary statistics.
Transaction Volume Overview
Last 6 monthsGenerated Reports
4 reports📊
Q4 2024 Summary
Generated Dec 15, 2024
quarterly
📅
November 2024 Statement
Generated Dec 1, 2024
monthly
🔒
Compliance Audit - Q3
Generated Oct 5, 2024
compliance
📋
Accountant Summary 2024
Generated Dec 14, 2024
accountant
📤 Export Formats
- • PDF - Professional, printable reports
- • Excel (.xlsx) - Editable spreadsheets with multiple sheets
- • CSV - Raw data for analysis tools
📋 What's Included
- • Summary totals (incoming, outgoing, net)
- • Category breakdown
- • Full transaction list
- • Monthly trends (Excel only)